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Carolinas Wealth Consulting’s Digital Realty Trust DLR Stock Holding History

Carolinas Wealth Consulting’s Portfolio DLR Stock Details DLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-28
Closed -$4.01K – 235
2025
Q1 		$4.01K Hold
28
– – ﹤0.01% 645
2024
Q4 		$5K Hold
28
– – ﹤0.01% 639
2024
Q3 		$4.53K Hold
28
– – ﹤0.01% 677
2024
Q2 		$4.26K Hold
28
– – ﹤0.01% 672
2024
Q1 		$4.03K Hold
28
– – ﹤0.01% 678
2023
Q4 		$3.8K Hold
28
– – ﹤0.01% 660
2023
Q3 		$3.48K Hold
28
– – ﹤0.01% 656
2023
Q2 		$3.19K Sell
28
-246
-90% -$24.3K ﹤0.01% 753
2023
Q1 		$26.9K Buy
274
+167
+156% +$17.6K 0.01% 443
2022
Q4 		$11.2K Sell
107
-312
-74% -$31.8K ﹤0.01% 603
2022
Q3 		$42K Sell
419
-134
-24% -$16.4K 0.01% 350
2022
Q2 		$72K Buy
553
+8
+1% +$1.1K 0.02% 287
2022
Q1 		$77K Buy
545
+90
+20% +$13K 0.02% 282
2021
Q4 		$81K Buy
455
+238
+110% +$38.1K 0.02% 289
2021
Q3 		$31K Buy
217
+2
+0.9% +$314 0.01% 406
2021
Q2 		$32K Buy
215
+2
+0.9% +$302 0.01% 419
2021
Q1 		$30K Buy
213
+9
+4% +$1.24K 0.01% 443
2020
Q4 		$28K Buy
204
+171
+518% +$24.5K 0.01% 421
2020
Q3 		$5K Sell
33
-28
-46% -$4.2K ﹤0.01% 559
2020
Q2 		$9K Buy
+61
New +$8.64K ﹤0.01% 351

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carolinas Wealth Consulting's DLR Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Digital Realty Trust (DLR) in Q2 2025, closing a stake of 28 shares — an estimated $4.01K sold.

Carolinas Wealth Consulting first reported a position in DLR in Q2 2020 and held it in 20 quarters. The position peaked at $81K in Q4 2021. 1,227 funds tracked by Wall St. Rank hold DLR as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Digital Realty Trust position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 28 Digital Realty Trust shares in Q2 2025, an estimated $4.01K.
  • Carolinas Wealth Consulting first reported a position in Digital Realty Trust in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Digital Realty Trust position peaked at $81K in Q4 2021.
  • 1,227 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.